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Challenging Times for Philanthropic PlanningChallenging Times for Philanthropic Planning

It’s now harder for some donors to know what and when to give and the best vehicle to use.

Robert F. Sharpe, Jr, CEO

December 18, 2019

8 Min Read
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The past year has been another challenging one for those who advise clients who would like to make significant charitable gifts. Fundamental changes in tax considerations, economic developments and the shifting demographics of the United States continue to interact in ways that make it harder to know what to give, when to make a gift and the appropriate vehicle to use to best accomplish the donor’s intent.

Legislative Uncertainty

Lack of action in Washington, D.C. on many of the issues that confront our nation affects all aspects of our society, including the voluntary funding of many vital services such as education, health care, religion, social services and the arts.

Innumerable technical corrections to the Tax Cuts and Jobs Act of 2017 ...

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About the Author

Robert F. Sharpe, Jr

CEO, Encore

Robert F. Sharpe, Jr. is CEO of Encore in Memphis, Tenn. He is a nationally recognized pioneer, leader and authority in the field of philanthropy. During more than 35 years serving America’s nonprofit community, he has consulted nationally with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. A graduate of Vanderbilt University and Cornell Law School, he served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning.

Robert is chairman of the philanthropy editorial board of Trusts & Estates magazine and co-author of the National Association of Charitable Gift Planners (CGP) Model Standards of Gift Valuation. He has served on the board of Giving USA and on strategic task forces for the CGP. Among other publications, his remarks have been featured in The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy and Kiplinger’s.

He is a frequent speaker at gatherings across the country including Planned Giving Councils in New York, Washington, Chicago, and Los Angeles, the National Association of Charitable Gift Planners national conference, the Association of Fundraising Professionals (AFP) National Conference, and the American Bankers Association Wealth Management and Trust Conference.